Putnam Investments

At Putnam Investments, I led team of information architects and UX developers for all B to B and B to C projects. Working with internal business partners, I guided them through the UX process, including persona creation, decision maps, wireframes and usability testing, to deliver usable and compelling web and mobile products.

Some of the notable projects include a sweeping update of Fund Visualizer, Putnam’s groundbreaking tablet-based financial modeling tool, and the Lifetime Income Analysis Tool, an addition to their 401k platform that allows participants to easily model their healthcare costs into retirement, which is patent pending.